
Rhys Williams
Financial Planning Consultant DipPFS in Swansea
A little bit about Rhys
I am a dedicated Financial Planning Consultant with a BSc in Mathematics, and Diploma in regulated Financial Planning, ensuring a strong analytical foundation for the personalised financial strategies I provide. With a deep commitment to placing my clients' needs at the core of my practice, I specialise in wealth management, retirement planning, investments, and financial protection, helping individuals and businesses achieve their financial goals with precision and care.
Start the conversation
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications

Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Rhys's location
Felindre
Swansea
Wales
United Kingdom
Rhys works with clients both locally and across the UK, whether that be in person or remotely, with meetings held via ‘Teams’ or ‘Zoom’.
More about me
Outside of my professional work, I lead an active lifestyle as a passionate triathlete, constantly pushing my limits and embracing challenges both in my career and personal life. As a proud Welsh speaker, I stay deeply connected to my heritage and take great pride in my cultural roots. I also channel my love for Wales into breeding Welsh ponies, combining my affinity for tradition with my dedication to excellence.
Driven by a desire to empower others, I am committed to providing comprehensive financial guidance that not only meets but exceeds expectations. Whether it’s through my professional consulting or personal passions, I am always focused on achieving the best possible outcomes.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.